Private Wealth Advisor

About the role

As a Private Wealth Advisor within FNB's Private Banking and Advisory Team, you will provide independent, holistic financial advice to an allocated portfolio of clients. You will help grow revenue and profit by identifying opportunities, delivering tailored banking and investment solutions, and ensuring compliance with regulatory standards.

Key responsibilities

• Identify and pursue revenue‑generating opportunities to meet sales targets.
• Provide banking and financial solutions across a portfolio of private clients.
• Advise on local and offshore fiduciary opportunities and client philanthropy.
• Ensure compliance with legislative, audit, and regulatory requirements.
• Build collaborative relationships across FNB and the First Rand Group to enhance service delivery.
• Conduct regular client reviews and market appropriate financial services.
• Participate in personal development activities and contribute to process improvements.

Required profile

• Relevant NQF7 level degree in Finance, Economics or Accounting.
• Completed RE5 qualification; Certified Financial Planner (CFP) preferred.
• 0‑5 years of experience in banking, investment, financial planning or wealth management.
• Full understanding of money‑management principles and required insurance and investment sign‑offs.

Required skills

• Sound knowledge of banking and financial services regulatory requirements.
• Understanding of wealth creation, accumulation and protection concepts.
• Ability to match client needs with appropriate product solutions.